Ryder System, Inc. $R Shares Sold by Peregrine Capital Management LLC

Peregrine Capital Management LLC decreased its position in Ryder System, Inc. (NYSE:R) by 33.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 33,173 shares of the transportation company’s stock after selling 16,729 shares during the period. Peregrine Capital Management LLC owned about 0.08% of Ryder System worth $6,349,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of R. Root Financial Partners LLC acquired a new stake in Ryder System in the third quarter valued at $28,000. Assetmark Inc. grew its holdings in Ryder System by 421.9% in the third quarter. Assetmark Inc. now owns 167 shares of the transportation company’s stock valued at $32,000 after purchasing an additional 135 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in Ryder System in the fourth quarter valued at $34,000. Optima Capital LLC acquired a new stake in Ryder System in the fourth quarter valued at $39,000. Finally, Geneos Wealth Management Inc. grew its holdings in Ryder System by 61.2% in the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after purchasing an additional 109 shares during the last quarter. Institutional investors and hedge funds own 87.47% of the company’s stock.

Ryder System News Roundup

Here are the key news stories impacting Ryder System this week:

• Positive Sentiment: Ryder beat on EPS — comparable (non‑GAAP) EPS of $2.54 topped consensus and prior-year results, signaling stronger profitability per share than expected. Ryder Reports First Quarter 2026 Results
• Positive Sentiment: Management raised FY‑2026 guidance to $14.05–$14.80 and issued Q2 EPS guidance of $3.50–$3.75, with the FY range’s high end above consensus — a signal of confidence in 2026 earnings power. Ryder Raises 2026 Earnings Outlook After Solid First Quarter
• Positive Sentiment: Analyst sentiment is supportive — brokerage consensus rates the stock as a “Moderate Buy,” which can amplify upside momentum after a strong report. Ryder System, Inc. (NYSE:R) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Management commentary and the full earnings-call transcript provide context on fleet utilization, rental trends and how the new CEO plans to navigate the freight market — important for medium‑term execution but not an immediate catalyst. Ryder System, Inc. (R) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed expectations — total revenue of ~$2.57B fell short of estimates (~$3.11B) and was down year‑over‑year, raising questions about demand trends and top‑line resilience even as per‑share earnings beat. Ryder (R) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Ryder System Stock Up 6.7%

R opened at $242.73 on Friday. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 2.24. The firm has a market cap of $9.57 billion, a P/E ratio of 20.28 and a beta of 0.93. Ryder System, Inc. has a 52 week low of $133.06 and a 52 week high of $246.92. The business’s fifty day simple moving average is $210.91 and its 200 day simple moving average is $194.13.

Ryder System (NYSE:R) last issued its quarterly earnings results on Thursday, April 23rd. The transportation company reported $2.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.29 by $0.25. Ryder System had a return on equity of 17.70% and a net margin of 3.95%.The firm had revenue of $2.57 billion for the quarter, compared to analyst estimates of $3.11 billion. During the same period last year, the company earned $2.46 EPS. The firm’s quarterly revenue was down .2% on a year-over-year basis. Ryder System has set its FY 2026 guidance at 14.050-14.80 EPS and its Q2 2026 guidance at 3.500-3.75 EPS. As a group, equities research analysts anticipate that Ryder System, Inc. will post 14.23 EPS for the current fiscal year.

Ryder System Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th were paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Tuesday, February 17th. Ryder System’s dividend payout ratio (DPR) is presently 30.41%.

Insider Transactions at Ryder System

In other Ryder System news, SVP Sanford J. Hodes sold 10,527 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $210.16, for a total value of $2,212,354.32. Following the sale, the senior vice president directly owned 23,954 shares of the company’s stock, valued at approximately $5,034,172.64. This trade represents a 30.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Thomas M. Havens sold 12,571 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $221.65, for a total value of $2,786,362.15. Following the completion of the sale, the insider directly owned 33,074 shares in the company, valued at approximately $7,330,852.10. The trade was a 27.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 130,673 shares of company stock worth $28,233,471 in the last quarter. 4.90% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several analysts have weighed in on R shares. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Susquehanna increased their price objective on Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a research note on Friday, February 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research note on Thursday, January 22nd. Citigroup decreased their price objective on Ryder System from $245.00 to $239.00 and set a “buy” rating on the stock in a research note on Thursday, April 9th. Finally, Wells Fargo & Company increased their price objective on Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $214.78.

About Ryder System

Ryder System, Inc is a leading provider of transportation and supply chain management solutions, serving commercial customers across a range of industries. The company’s Fleet Management Solutions segment offers full-service leasing and rental of medium- and heavy-duty trucks, tractors and trailers, along with maintenance and repair services at its network of service locations. Its Supply Chain Solutions segment provides integrated, technology-driven offerings that span managed transportation, dedicated contract carriage, warehousing and distribution, and e-commerce fulfillment.

Founded in 1933 and headquartered in Miami, Florida, Ryder has grown from a regional truck leasing operation into a diversified, global logistics provider.